Jason David – BIB

Jason David - Business DevelopmentBusiness Development, Ottawa

613-755-4004 | 877-755-4004

Jason has a degree in international business, a background in public accounting, and extensive experience in wealth management. Before joining Polaris, he worked in accounting with one of Ottawa’s top independent public accounting firms, Parker Prins Lebano. He gained experience as an investment advisor earlier in his career when he managed private client relationships at some of Canada’s top bank-owned brokerage firms, such as RBC Dominion Securities and BMO Nesbitt Burns.

At Polaris Wealth, Jason is responsible for business development initiatives. He specializes in complex situations, such as the sale of a business or the financial planning associated with professional corporations. Jason is an expert guide and coordinator who can work with clients’ accounting and legal counsel, and can determine the most tax-efficient strategies to help clients achieve their financial objectives.

Working directly under Polaris president Jim Steel, Jason is involved in managing private client relationships at Polaris, and is pursuing the necessary steps to become licensed as a portfolio manager. He is also the primary contact for the Turnkey Asset Management Platform (TAMP) available to Polaris portfolio managers. His role includes recruiting investment advisors and portfolio managers who share the Polaris Financial Inc. investment philosophy, ethical standards and commitment to client service.

In his spare time, Jason enjoys outdoor sports that require endurance and individual focus, such as whitewater canoeing, backpacking, downhill skiing and cycling. He most recently completed a 300 km canoe trip in northern Ontario, solo paddling the Missinaibi River to James Bay. Jason lives in Oxford Mills with his wife, daughter and son.

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